See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,650 | $70,428+138.0% | $96,562+73.6% | $85,850+95.3% |
| Participation rate | 58.6% | 61.8%-3.2pp | 69.8%-11.2pp | 69.3%-10.7pp |
| Annual return | 11.60% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,537 | $1,413+8.8% | $2,356-34.8% | $2,565-40.1% |
| Participant deferral / active EE | $5,642 | $2,894+95.0% | $3,849+46.6% | $3,952+42.8% |
| Admin fee / account holder | $5,381 | $4,997+7.7% | $6,181-12.9% | $6,260-14.0% |